-5.3%
SYK vs KWEB
-33.1%
+27.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.2% | -1.7% |
| 7D | +7.5% | +8.6% | -1.2% | +5.9% |
| 30D | +20.4% | +0.9% | +19.5% | +19.8% |
| 3M | -0.3% | -13.2% | +13.0% | +0.4% |
| 6M | +14.2% | -13.2% | +27.4% | +14.7% |
| YTD | -3.8% | -27.3% | +23.4% | -4.7% |
| 1Y | -5.3% | -33.2% | +28.0% | -4.6% |
| All | -5.3% | -33.1% | +27.8% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KWEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling